Michelle T. Robinson

STOLZ & ASSOCIATES, PS

TACOMA, WA 98402

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CRD#: 5250539

Professional summary

Michelle Teresa Robinson, CFP®, who also goes by Michelle Teresa Somoff, is a registered financial advisor currently at STOLZ & ASSOCIATES, PS located in Tacoma, Washington.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michelle has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Teresa Somoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: NOTARY; ADDRESS OF OBA: TACOMA WA 98402; NATURE: NOTARY; INVESTMENT RELATED: N/A; TITLE WITH OBA: NOTARY; DUTIES: NOTARIZE CLIENTS DOCUMENTS, AD HOC FOR NO CHARGE; START DATE: 12/11/2011; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Teresa Robinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 17, 2009 - Present

STOLZ & ASSOCIATES, PS

Office #1: 3102 Ruston Way Suite A, Tacoma, WA 98402

RIA

CRD#: 117216

TACOMA, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STOLZ & ASSOCIATES, PS

BAYSIDE ASSET MANAGEMENT, LLC | STOLZ & ASSOCIATES, PS

CRD#: 117216 / SEC#: 801-117720

RIA

Registered Investment Advisory firm - (12/1/2019 Approved)

Washington

Registered Investment Advisory firm - (2/3/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(11/17/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

STOLZ & ASSOCIATES, PS

BAYSIDE ASSET MANAGEMENT, LLC | STOLZ & ASSOCIATES, PS

CRD#: 117216 / SEC#: 801-117720

RIA

Registered Investment Advisory firm - (12/1/2019 Approved)

Washington

Registered Investment Advisory firm - (2/3/2020 Terminated)

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Contact information

Main Address

3102 Ruston Way Suite A, Tacoma, WA 98402

Mailing Address

Phone number

(253) 272-3441

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 13 2025 SZA FORM ADV PART 2A AND 2B FINAL (3/13/2025)

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 230,062,463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michelle T. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Teresa Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOLZ & ASSOCIATES, PS

Primary Firm SEC Registration

STOLZ & ASSOCIATES, PS

State Registrations and Notice Filings

Exams

Current Firm

STOLZ & ASSOCIATES, PS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOLZ & ASSOCIATES, PS

TRUST BUT VERIFY

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